SideDrawer has templated Info Requests which can be used to begin to customize.
To preview an Info Request, complete the following Steps:
1. Navigate to Console (bottom left hand side).
2. From the left-hand menu, select Productivity.
3. Click on Info Requests.
4. Click on the Actions button with the three dots (...) on the far right side.
5. Select Preview this Info Request.
6. You will be able to view how your Info Request will look like when you send it to
your Clients.
7. Lastly, Click on Update your Plan & Files to confirm any changes.
These Info Requests include (click each link to see a copy):
Info Requests that can be great onboarding forms:
Demographic Questionnaire – use this to capture demographic information about your clients
Financial Status Questionnaire – use this to get a high-level summary of the Assets, Accounts, Liabilities, and Insurance Policies your clients have today. Collect via check boxes to make it quick for Clients to complete
Info Requests that can help collect documents (a great second step after the
above onboarding forms)
Financial Document Collection – now that you know high-level what your client has from the Financial Status Questionnaire, collect the appropriate documents. Includes typical Assets, Accounts and Liabilities. Not only will you have all the required documents, but you have also helped organize a repository of critical information that your client should share with their loved ones.
Insurance Policy Collection – now that you know high-level what your client has from the Financial Status Questionnaire, collect the appropriate documents. Includes all typical Insurance Policies. Not only will you have all the required documents, but you have also helped organize a repository of critical information that your client should share with their loved ones.
Info Requests that help with estate and future planning
Estate and Trust – Help Clients note all requirements for Estate and Trust planning to get them on their way to building the right plan for them.
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